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Wade Pfau. Fitting Home Equity into a Retirement Income Strategy

In the early days, reverse mortgages were generally treated as a last resort option. This is not the appropriate way to think about reverse mortgages in a retirement income plan, especially in light of recent research.

The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity. Financial advisors must pay attention to their client’s home equity, as this is a vital asset that can be used as part of a coordinated strategy to improve retirement outcomes.

This session has been accepted by CFP Board for one (1) hour of continuing education.

Wednesday, May 18, 2022
2:00 PM - 3:00 PM Eastern Time


Free GoToMeeting Webinar

Speaker Profiles


Wade D. Pfau, PhD, CFA, RICP
Professor of Retirement Income
The American College of Financial Service

Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services.

Pfau is a co-editor of theJournal of Personal Finance. He has spoken at national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts theRetirement Researcherblog, and is a monthly columnist for Advisor Perspectives, a RetireMentor forMarketWatch, a contributor toForbes, and an Expert Panelist forThe Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist,The New York Times,The Wall Street Journal, andMoney Magazine.

Pfau was a selectee for theInvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, theInvestment Advisor35 list for 2015, the IA 25 list for 2014, andFinancial Planningmagazine’s Influencer Awards. He is a two-time winner of theJournal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services.

Pfau holds a doctorate in economics and a master’s degree from Princeton University, and bachelor of arts and bachelor of science degrees from the University of Iowa. He is also a Chartered Financial Analyst®(CFA®).

Event ID  179